EP Wealth Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
9,717
+626
| +7% | +$69.4K | 0.01% | 544 |
|
|
2025
Q1 | $1.13M | Sell |
9,091
-275
| -3% | -$34.2K | 0.01% | 472 |
|
|
2024
Q4 | $956K | Sell |
9,366
-3,112
| -25% | -$317K | 0.01% | 511 |
|
|
2024
Q3 | $1.29M | Buy |
12,478
+753
| +6% | +$78K | 0.01% | 440 |
|
|
2024
Q2 | $1.05M | Buy |
11,725
+2,065
| +21% | +$185K | 0.01% | 380 |
|
|
2024
Q1 | $846K | Sell |
9,660
-390
| -4% | -$34.1K | 0.01% | 405 |
|
|
2023
Q4 | $715K | Buy |
10,050
+4,094
| +69% | +$291K | 0.01% | 423 |
|
|
2023
Q3 | $416K | Buy |
+5,956
| New | +$416K | 0.01% | 494 |
|
|
2022
Q2 | – | Sell |
-3,071
| Closed | -$222K | – | 645 |
|
|
2022
Q1 | $222K | Sell |
3,071
-569
| -16% | -$41.1K | ﹤0.01% | 551 |
|
|
2021
Q4 | $256K | Sell |
3,640
-58
| -2% | -$4.08K | 0.01% | 487 |
|
|
2021
Q3 | $205K | Buy |
+3,698
| New | +$205K | 0.01% | 507 |
|